Rhodes College Defined Contribution Retirement Plan — Form 5500 plan (Rhodes College)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rhodes College Defined Contribution Retirement Plan is a benefit plan reported by Rhodes College under EIN 62-0476301 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,330 participants and $162,639,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rhodes College
EIN
62-0476301
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
1,330
End-of-year plan assets
$162,639,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,330H, C20241013232639NAL0014383267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,639,874
Total liabilities (EOY)
$0
Net assets (EOY)
$162,639,874
Net assets (BOY)
$146,906,793

Income & contributions

Employer contributions
$2,595,829
Participant contributions
$2,377,154
Total contributions
$5,614,488
Total income / additions
$27,603,358

Expenses & distributions

Benefits paid
$11,779,199
Administrative expenses
$1,392
Total expenses
$11,870,277
Net increase / (decrease)
$15,733,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$1,050$02023
Variable Annuity Life Insurance Co.NONE$342$02023

Related Form 5500 pages